tic toc, page-20

Yes I'm bullish too but I think you're slightly underestimating the risks here. Sovereign risk is a big one - Myanmar has only recently opened up to foreign investment so there's a lot of unknowns. How sophisticated investors (you know the ones that we're relying on for the CR for the option and further feasibility studies) will view those risks, is something that I'm not sure about. The government approvals (tick) and tomorrow's announcement (?) for me have been the most important announcements for de-risking this project. I'll be buying more tomorrow if it's confirmed.